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SHOP: insider buying, 13F holders, analyst moves
Shopify Inc
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SEC Form 13F · Q2 2026
5 of our 100 managers hold SHOP
Combined reported value $923.9M.
Holders among our 100 managers: 7 in Q3 2023, 5 in Q2 2026.
| Manager | Value | % of portfolio | Change vs Q1 2026 |
|---|---|---|---|
| Polen Capital | $522.7M | 4.50% | Trimmed |
| Durable Capital Partners | $266.7M | 2.59% | Added |
| D1 Capital Partners | $94.9M | 0.27% | New |
| Tudor Investment | $28.0M | 0.11% | Trimmed |
| Markel Group | $11.7M | 0.09% | Unchanged |
Important information
Facts from public SEC filings, shown for information only. Not a recommendation. Not individualized investment advice. Gulfstream Capital and its clients may hold positions in securities shown.